Purchases and Sales Made in Q2 2025 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q2 2025. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-556- 5.08% |
$123K - $164K
|
10.4K
$3.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-557- 10.15% |
$123K - $164K
|
4.93K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-561- 2.38% |
$124K - $165K
|
23K
$7.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-563- 8.64% |
$124K - $166K
|
5.95K
$1.82M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-566- 34.6% |
$125K - $167K
|
1.07K
$328K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-568- 21.99% |
$126K - $167K
|
2.02K
$617K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-568- 7.17% |
$126K - $167K
|
7.35K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-571- 0.69% |
$126K - $168K
|
82.7K
$25.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-571- 3.9% |
$126K - $168K
|
14.1K
$4.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-574- 2.07% |
$127K - $169K
|
27.2K
$8.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-575- 12.38% |
$127K - $169K
|
4.07K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-578- 45.23% |
$128K - $170K
|
700
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-582- 11.09% |
$129K - $172K
|
4.67K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-589- 5.78% |
$130K - $174K
|
9.6K
$2.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-591- 8.92% |
$131K - $174K
|
6.03K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-592- 7.99% |
$131K - $175K
|
6.82K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-594- 4.37% |
$131K - $175K
|
13K
$3.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-595- 11.78% |
$132K - $175K
|
4.46K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-597- 34.47% |
$132K - $176K
|
1.14K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-600- 7.4% |
$133K - $177K
|
7.5K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-600- 56.98% |
$133K - $177K
|
453
$139K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-600- 13.04% |
$133K - $177K
|
4K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-603- 29.36% |
$133K - $178K
|
1.45K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-607- 4.81% |
$134K - $179K
|
12K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-607- 11.31% |
$134K - $179K
|
4.76K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-608- 1.5% |
$134K - $179K
|
40K
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-611- 2.85% |
$135K - $180K
|
20.8K
$6.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-612- 2.03% |
$135K - $180K
|
29.5K
$9.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-620- 3.74% |
$137K - $183K
|
15.9K
$4.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-628- 1.41% |
$139K - $185K
|
44K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-634- 3.45% |
$140K - $187K
|
17.8K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-645- 1.54% |
$143K - $190K
|
41.2K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-654- 3.61% |
$145K - $193K
|
17.4K
$5.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-670- 5.4% |
$148K - $198K
|
11.7K
$3.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-670- 20.18% |
$148K - $198K
|
2.65K
$812K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-670- 0.42% |
$148K - $198K
|
160K
$49.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-670- 34.91% |
$148K - $198K
|
1.25K
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-671- 1.26% |
$148K - $198K
|
52.6K
$16.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-672- 4.8% |
$149K - $198K
|
13.3K
$4.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-672- 12.18% |
$149K - $198K
|
4.85K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-677- 18.35% |
$150K - $200K
|
3.01K
$923K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-679- 8.35% |
$150K - $200K
|
7.46K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-681- 2.98% |
$151K - $201K
|
22.2K
$6.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-681- 1.61% |
$151K - $201K
|
41.6K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-682- 15.72% |
$151K - $201K
|
3.66K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-682- 20.96% |
$151K - $201K
|
2.57K
$788K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-690- 1.85% |
$153K - $203K
|
36.6K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-690- 5.41% |
$153K - $203K
|
12.1K
$3.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-696- 0.93% |
$154K - $205K
|
74.3K
$22.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-698- 7.13% |
$154K - $206K
|
9.1K
$2.79M
|